I use it for sales tracking, incident management, and monitoring proactive tickets from different tools and systems. These are my three major use cases.
Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,390 reviews
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Reduced time spent creating reports and dashboards, easy to work with and offers AI-powered features like automatic prediction
What is our primary use case?
How has it helped my organization?
The biggest benefit is significant time savings in creating reports and dashboards. We now spend less time creating dashboards and reports. It's also very user-friendly and easy to work with.
What is most valuable?
The dashboards are amazing, with different report types and stunning visuals. Most importantly, Tableau's AI with machine learning automatically predicts features and reports based on historical data. These are the three most valuable features for me.
What needs improvement?
Firstly, the high cost of Tableau licenses makes it inaccessible for many mid-scale clients. Secondly, the server requires at least 128GB of RAM, which can be impractical for some systems. We need a dedicated system to use Tableau.
These are the two major challenges I see, especially for smaller organizations. Perhaps introducing lighter options or scaling solutions could be helpful.
Tableau offers some of the best features in the market. Enhancements are always ongoing, and it's already one of the strongest BI tools available.
For how long have I used the solution?
I've been working with Tableau for over five years.
What do I think about the stability of the solution?
Everything seems fine. They provide good materials and articles for updates, so it's not cumbersome. It's quite good, actually.
What do I think about the scalability of the solution?
It definitely scales well. It's one of the best in the market for that. We have over 300 users in my organization using it.
Which solution did I use previously and why did I switch?
I use various BI solutions. Primarily, I work with Power BI. We use two services: the server to upload reports and the Power BI Service.
We also use Tableau for one client for reporting, dashboards, and reservations. Additionally, I use SAP Business Objects for reporting purposes.
One of Tableau's big objectives is reporting. It is superior compared to other tools.
For on-premises Power BI, the biggest challenge is it's not fully integrated. We need separate applications and deployments on different machines. That's cumbersome.
With the Tableau server, everyone can share reports on one server, which is much more efficient. Reporting with Tableau is amazing compared to Power BI Desktop.
As for cons, the application size is quite high, and 128 GB of RAM is needed for the Tableau Server so if we need a lighter version of Tableau.
How was the initial setup?
The initial setup was not cumbersome, it was straightforward for me. It is like a default application in my system, I was not part of the infra team.
What about the implementation team?
As a user, I haven't encountered much maintenance myself. Infrastructure management manages it.
What was our ROI?
The value for money is definitely there. Tableau is a bit higher side as compared to Power BI services because Microsoft is offering really, very amazing prices. At the organization level, Microsoft provides PowerBI service as a package, and they are offering more than 30% to 60% of their end customer.
But, Tableau is on the same side, cost-wise, Tableau is a bit high.
What other advice do I have?
I would like to recommend Tableau because of the dashboarding, reporting and the features they are providing to end customers. So it is very commendable.
Overall, I would rate the solution an eight out of ten.
One stop solution for beginners as well as choice of experts
What do you like best about the product?
When I started learning tableau i found all the learning content at tableau learning resources and also found a helpful tableau user community to learn. In my view tableau is one of the best business intelligence software for corporate domain.
What do you dislike about the product?
There is a little bit gui issue but it doesn't matter if you get beautiful insights with a little hands on data set.
What problems is the product solving and how is that benefiting you?
Tableau's intelligence is good to analyse data sets accordingly to the need
must try
What do you like best about the product?
It is very helpfull in making decisions for making furture plans related to our product or service , one can learn many things from it, also we can use it for general knowledge , at the end what we need is that some idea about enviourment /market in which we are going to work, so it will provide it with that so i my suggestion everyone must try it for once
Thank you
Thank you
What do you dislike about the product?
may be you can called it as security issue also some times data may not that accurate and for some users it may be little bit complx
What problems is the product solving and how is that benefiting you?
They have reduce the complexcity in product, so that thing i like because now things gets faster
Unleashing the power of data with salesforce CRM analytics
What do you like best about the product?
Salesforce CRM Analytics, formerly Tableau CRM , excels is seamlessly integrating with salesforce CRM, providing a unified platform for real-time data insights. the intuiative interface and powerful analytics capabilites make it user-friendly, empowering teams to make data-driven decesions effortlessly. scalability, machine learning integration, and a strong commitmentto data security further solidify its position as a top-tier analytics solution. Embracing salesforce CRM analytics has truely elevated our organization's ability to glean actinable insights from our data
What do you dislike about the product?
It has steep learning curve, customization complexoty, resource intensity and higher costs. addressing these would enhance accessibility and user experience for all business
What problems is the product solving and how is that benefiting you?
So salesforce CRM analytics streamlines data integration, enabling a unified view of customer interactions. its robust analytics tools empower us with real-time insights, fostering informed decesion-making and enhancing overall business agility
CRM Analytics the Power tool for your Data Visualization
What do you like best about the product?
This tool can work with both Salesforce and Non Salesforce data at a single centralized place,
We use this to do the analysis of data besed on specific trends , create the dashboards for a better visualization of that data
By using this tool we can take more accurate and precise decisions which ulimatly leads to increase the custmer satisfaction, based on data trends we increase of sales target and achive them effectivly.
This a a easy to use tool by which , We can share the data and our projets with team members , so that they can access and view the data at a single place.
Our Sales and Marketing team use it almost on daily basis to generate and implement the new marketing trends.
We use this to do the analysis of data besed on specific trends , create the dashboards for a better visualization of that data
By using this tool we can take more accurate and precise decisions which ulimatly leads to increase the custmer satisfaction, based on data trends we increase of sales target and achive them effectivly.
This a a easy to use tool by which , We can share the data and our projets with team members , so that they can access and view the data at a single place.
Our Sales and Marketing team use it almost on daily basis to generate and implement the new marketing trends.
What do you dislike about the product?
This is mainly dependent on a stable internet connection and lacks offline application.
The price involved in licence and implementation is way too high for small scale organizations as it is having a lock in period involved in it.
There can be data ownership issue with this as most of the data is saved on cloud servers and for all the companies data is a sensitive information, if by any mean intruders get by, concerns regarding security increases.
The price involved in licence and implementation is way too high for small scale organizations as it is having a lock in period involved in it.
There can be data ownership issue with this as most of the data is saved on cloud servers and for all the companies data is a sensitive information, if by any mean intruders get by, concerns regarding security increases.
What problems is the product solving and how is that benefiting you?
We have increased our volume based on data trend for specific locations.
Based on data analysis we have improved our services and increased the customer satisfaction.
This helped us to ceate a centerlized dashboard for all internal teams at a single place , from where they can access and get the insights about customer data and can take the relevant decisions.
Based on data analysis we have improved our services and increased the customer satisfaction.
This helped us to ceate a centerlized dashboard for all internal teams at a single place , from where they can access and get the insights about customer data and can take the relevant decisions.
Good tool for data insights and data reporting
What do you like best about the product?
Salesforce CRM analytics provides very good experience in terms of reporting data insights and data visualization. But I have experience that it struggles little bit in terms of Machine Learning model building. Its best feature is its capability to generate insights from the data. Also it has capacity to provide real time reporting for business decision making.
What do you dislike about the product?
Machine learning capability of CRM is in initial stage also few models and algo are available for training.Doesn't providefull free hand to the data scientist as many of step in machine learning model building auttomated without any functionality.
What problems is the product solving and how is that benefiting you?
Data reporting and visualtion is very much good. also it solve the data trends using ml.
Easy to use and understand
What do you like best about the product?
It has a variety of tools and options that lets you achieve your desired results. A perfect BI tool which can also help automate things.
What do you dislike about the product?
Sometimes it slows down for huge chunks of data.
What problems is the product solving and how is that benefiting you?
Helps me analyse data sets and also produce results to stakeholders.
'What blues? There's only Tableau.'
What do you like best about the product?
Its what data/content visualization is all about. Tableau is in its own class. Great at analyzing and presenting data in an appealing presentation. Its got a nice drag and drop in terms of ease of use, great connectivity to data bases, is essentially scalable, tons of features, integrates seamlessly, has got good user support and peer community. Everyone frequently uses it.
What do you dislike about the product?
Implementation and navigation is easy for you're technically wired. But hey, if you aren't it isn't that straightforward at first. Probably the only downside I've encountered.
What problems is the product solving and how is that benefiting you?
Using it for Data/Content visualization and presentations. Also for connection to various data sets for knowledge base. And its definitely improved my delivery of content, leading to improved business outcomes.
Review of Salesforce CRM
What do you like best about the product?
Ease of use, streamlined, intuitive user experience
What do you dislike about the product?
Look and feel a bit outdated. Would suggest updating the visual aspects of the tool
What problems is the product solving and how is that benefiting you?
Visualization of health care data
Tableau User as Developer, Project Coordinator, Project Manager
What do you like best about the product?
Ease of use hands down! Both business users and technical users can avail the use of Tableau in their own interest. Looking forward to see Tableau Pulse and AI in 2024!
What do you dislike about the product?
Cost of Licenses! Also guide for new users
What problems is the product solving and how is that benefiting you?
Decision Making, Data Science and Vizualizations
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